About us

BELAY PLANNING

We are all busy and though we know that our financial plan is important it is generally something that is put on the “I’ll do that when I get time” shelf. At Belay Planning we truly believe that starting to save your money as early as possible is extremely important. We also know that while dealing with “real life” we rarely have time to meet with a Certified Financial Planner to assess our investment goals and implement an investment plan. 

 

This is why Belay Planning exists. We are dedicated team of Certified Financial Planners who want you to start investing as soon as possible. We have taken away the excuse of “I’m to busy” by offering the ability to answer a short series of questions and open up an investment account that is tailored to your needs by a Certified Financial Planner dedicated to your account.

Dahlin Sabey

Chief Executive Officer

We want to be the primary resource for people seeking to maximize their wealth and ensure them long-term financial security.”

  • Certified Financial Planner
  • Chartered Professional Accountant
  • Management Degree
  • Life Insurance Licence
  • Mutual Fund Registration

Dahlin is the technical mind behind Belay. Dahlin saw how the combination of financial planning and accounting, with no division between them, could benefit everyone. Dahlin dedicated himself to the professional education to achieve his CFP and CPA designations. He eventually obtained licenses to run both an accounting firm & a financial planning firm – one of the first in Canada to do so.

Since 2011, Dahlin has been perfecting the holistic financial planning approach, and has built these bones into Belay. He’s excited about Belay’s unique ability to offer clients and advisors access to this cutting-edge business model, creating a win-win-win situation

When not working, Dahlin enjoys spending quality adventure time with his wife and three young boys water skiing, rock climbing, and helping out at their local church.

Weston Sabey

Financial Planner

Weston obtained his Bachelor of Management degree from the University of Lethbridge where he graduated with distinction. Weston is a Certified Financial Planner (CFP) and a Chartered Professional Accountant (CPA). Weston has been working in the tax industry since 2013 and this has taught him the importance of high level holistically financial planning. Weston’s areas of interest are tax, investment planning, financial management, risk management and retirement/estate planning.

Ethan Lauscher

Financial Planner

Ethan has been working in the tax industry since 2015. He graduated with distinction from the University of Lethbridge with a Bachelor of Management with a major in accounting. He holds his Certified Financial Planner (CFP) designation and Chartered Professional Accountant (CPA) Designation.

Ethan’s philosophy is that financial planning should involve interdisciplinary integration. Ethan’s areas of interest include tax and investment planning, risk management, cash flow management, estate planning and retirement planning. Ethan’s passion for learning and problem solving combined with his desire to help others has motivated him to create custom solutions for his client’s unique needs.

Now is the time to begin on your road to financial freedom

What’s your excuse now?

important things you should know

Frequently Asked Questions

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